Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRSSX (NUVEEN REAL ESTATE SECURITIES FUND CLASS R3) | NA | 24.22% | 8.85% | 5.36% | 9.44% | 6.64% | NA | … | … |
Data as of 08/04/2021, Common starting date is 10/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRSSX (NUVEEN REAL ESTATE SECURITIES FUND CLASS R3) | 10/01/2001 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.22 | 8.85 | 5.36 | 9.44 | 6.64 | NA | … | … | 19.64 | -6.93 | 24.89 | -5.98 | 5.08 | 6.32 | 1.81 | 30.67 | 0.76 | 17.80 | 7.34 | 29.92 | 29.94 | -35.12 | -15.61 | 38.78 | 14.73 | 31.85 | 37.10 | 6.99 | 4.16 |
| Sharpe Ratio | NA | 1.51 | 0.31 | 0.21 | 0.45 | NA | NA | … | … | 2.73 | -0.17 | 1.89 | -0.45 | 0.46 | 0.37 | 0.11 | 2.84 | 0.05 | 1.34 | 0.25 | 1.11 | 0.47 | -0.52 | -0.75 | 2.46 | 0.86 | 1.83 | 3.05 | 0.43 | 1.72 |
| Standard Deviation(%) | NA | 16.01 | 26.42 | 22.07 | 20.17 | NA | NA | … | … | 13.08 | 41.29 | 12.40 | 16.10 | 9.73 | 16.55 | 16.93 | 10.79 | 15.08 | 13.35 | 29.38 | 26.95 | 62.99 | 69.54 | 25.02 | 14.51 | 14.58 | 16.93 | 11.93 | 13.74 | 9.52 |
| Draw Down(%) | NA | 8.85 | 41.07 | 41.07 | 41.07 | NA | NA | … | … | 4.71 | 41.07 | 6.41 | 12.76 | 5.92 | 14.71 | 16.95 | 7.18 | 17.59 | 8.57 | 22.84 | 16.49 | 39.70 | 60.57 | 27.60 | 8.78 | 9.41 | 18.68 | 6.44 | 15.47 | 4.19 |
| Yield(%) | 0.00 | 2.04 | 5.80 | 6.63 | 8.26 | 6.05 | 11.33 | … | … | 0.41 | 2.22 | 12.60 | 5.06 | 11.95 | 10.31 | 6.23 | 7.95 | 7.99 | 5.48 | 2.94 | 2.42 | 3.90 | 1.90 | 12.61 | 13.52 | 15.67 | 10.83 | 8.87 | 7.94 | 2.07 |
Data as of 08/04/2021, Common starting date is 10/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSSX (NUVEEN REAL ESTATE SECURITIES FUND CLASS R3) |
-22.47%
Mar 2006 – Mar 2009 |
-6.22%
Mar 2004 – Mar 2009 |
4.31%
Jan 2007 – Jan 2017 |
6.23%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSSX (NUVEEN REAL ESTATE SECURITIES FUND CLASS R3) |
41.62%
Mar 2009 – Mar 2012 |
28.32%
Feb 2009 – Feb 2014 |
17.46%
Feb 2009 – Feb 2019 |
11.51%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart